Design the Platform Outline
- Matt Kepple
The Platform Outline is a grid within your Blueprints that helps you think through how to use each part of the Makerble Platform across your different areas of work.
If you have several projects that will use the same surveys and progress trackers, you can create a Project Template and then create those projects using that Project Template. Each of your projects will be part of a single project category.
Steps
In the Project Categories section:
only add additional columns for your areas of work if you have distinctly different programmes and services that you provide.
Read this article if you need help deciding whether you need additional Project Templates: Design the Projects per Project Template
There is a row for each part of the Makerble platform.
This includes the Apps as well as other features that sit within the Apps.
In each of the cells, define how you will use each part of Makerble on the areas of work within each Project Category.
Get to know each part of the platform
Part of the platform | How it’s used |
|---|---|
Albums are ways of grouping multiple projects together for reporting purposes. A project can be part of several albums. | |
Contacts are used to store details of
Contacts can be part of multiple projects | |
Cases are used to subdivide your work with a single contact on a single project into smaller components. E.g. if you provide legal aid and you need to split your work with a particular client into several cases | |
Events allow you to schedule appointments in advance for one or more guests. Every event exists within a project You can add the contacts within a project to that event as a guest. | |
Each of your services will exist as a project. (If you provide the same services in different locations, each service in each location will be its own project. E.g. if you provide 5 services in 10 locations, you will have 50 projects) Projects can have a Waiting List, Alumni List, Declined List and Enrolled List. | |
Stories are used to store:
All stories are linked to a single project. Stories can be
| |
Surveys can be used for standardised tests, outcome assessments and questionnaires. | |
Tasks let you create a To Do list. Each task can be tagged to one or more
You can assign tasks to one or more people. | |
Users are people who can login to Makerble. As a colleague they have one or more of the six User Roles available on Makerble:
| |
When you give your contacts Participation Access, it allows them to login and see a tailored version of the Makerble platform. Depending on the level of Participation Access that you assign to each contact, they will be able to:
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